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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Define Financial, LLC (swap one in):+ Yoder Wealth Management $331.2M · Walnut Creek, CA+ Insight Capital Management $330.5M · Concord, CA+ Physician Wealth Solutions $298.9M+ Aqua Advisors LLC $298.8M
San Diego, CA
San Diego, CA
Alamo, CA
Assets under management$314.6M$331.2M$296.9M
Asset growth, last 2 years+53%+26%+44%
Advisory staff573
Individual clients1192,690190
Assets per client$2.6M$123K$1.6M
Clients per advisor2438463
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120202012 or earlier
Tools in their stack211
People on Advicer.bio3102

From each firm's latest Form ADV (May 2026, Jul 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolDefine Financial, LLCCopley Financial Group, Inc.Pring Turner
Custodial Platform
VanguardUses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Define Financial, LLC: Fidelity · Copley Financial Group, Inc.: Schwab · Pring Turner: Schwab